Driving sustainable change and user adoption

Have you ever wanted an easier tracking of Outlook activities in your Dynamics 365 CRM? If so, this latest Microsoft update might be exactly what you’re looking for. Microsoft has updated its category-based tracking to provide an easier integration between Outlook and Dynamics 365 Customer Engagement (CRM) to track activities like emails and appointments. Simply […]

2018 was a very good year for CRM as we saw the rise in virtual assistants, social CRM, omnichannel technologies and AI-powered automated workflows. In 2019, there will be many new advances in CRM technology as more AI-powered assistants look to dominate the CRM landscape. In this infographic, we will feature some of the most […]

As CRM specialist, we have seen this technology’s evolution over the years from just being a sales tool – to now helping marketing and customer service departments coordinate inter-departmental actions – so they dramatically improve their operations and offerings. However, we believe the key to experiencing successful outcomes is creating a strategy and plan – […]

As part of our Dynamics 356 October 2018 updates series, we have published 10 Best Picks from Dynamics 365 and Dynamics 365 for Sales in our previous posts. In this blog, we’ll now look at what new capabilities Microsoft is bringing in the for Dynamics 365 for customer service app. Service Scheduling The new service […]

A joint Microsoft and SeeLogic initiative kicked off at the UK’s first ‘App in a Day’ workshop at Microsoft’s UK HQ last week. Over 40 delegates, that included senior IT personnel from MOD, Cabinet Office, HMRC, NHS Trusts, Williams F1 and Autoglass were selected to attend the event. After a simple briefing, they were all […]

Traditionally, on-premises installation required expert CRM consultants. Consultants who could install and configure hardware such as a server with software such as the desktop CRM. They would integrate other applications, like Office 365 productivity tools, ensuring all systems worked seamlessly together. In addition, the CRM consultant would liaise with internal IT teams regarding future upgrades and enhancements. […]

Interested in a FREE CRM consultation? SeeLogic is an independent CRM specialist and systems integrator helping businesses drive digital transformation by implementing innovative CRM strategies and solutions. Founded in 2004, SeeLogic has built up an impressive client-base, including well-known international and global brands. In this time, we have successfully implemented 100’s of CRM projects, which […]

Interested in a FREE CRM consultation? SeeLogic is an independent CRM specialist and systems integrator, helping businesses drive digital transformation by implementing innovative CRM strategies and solutions. This in turn helps them become more customer-centric, profitable and agile. Our approach is to get to know your business strategy, objectives and goals. We then work with […]

• Are your employees reticent to use the CRM? • Is your current CRM system slow and inefficient? • Do you spend more time doing admin than following up on sales opportunities? • Are you lagging behind with an outdated CRM solution but apprehensive about moving to the cloud? If you have answered yes to […]

SeeLogic has won Best CRM Software Consultants 2016 – Buckinghamshire. Corporate Vision magazine voted for the accolade due to their annual Technology Innovators awards. About the awards… Corporate Vision are dedicated to working around the clock to shine a spotlight on the brightest, best performing and most deserving companies from around the business world. Furthermore, a network […]

Category: CRM Stuff

Outlook category now tracks appointments, emails in Dynamics 365

Outlook category now tracks appointments, emails in Dynamics 365

Have you ever wanted an easier tracking of Outlook activities in your Dynamics 365 CRM? If so, this latest Microsoft update might be exactly what you’re looking for.

Microsoft has updated its category-based tracking to provide an easier integration between Outlook and Dynamics 365 Customer Engagement (CRM) to track activities like emails and appointments.

Simply setting a category in Outlook automatically syncs the assigned item to Dynamics 365 for Customer Engagement. This feature also allows you to select multiple emails and tasks at the same time.

This update applies to Dynamics 365 for Customer Engagement apps version 9.x and Dynamics 365 for Customer Engagement apps (online) version 8.2. If you want to learn more on how to make this update, feel free to call us on 01296 328689 or drop us an email at info@seelogic.co.uk.

How to configure category-based tracking

Category tracking is on by default for Dynamics 365 for Customer Engagement version 9.1.0.4039 or higher. To check your version, you can sign in to Customer Engagement apps, and in the upper-right side of the screen, select the Settings button > About.

How to use the category to track Outlook Email

You can track an email by assigning it the Tracked to Dynamics 365 category. Once you assign it, you can instantly see the assigned category in Outlook. Server-side synchronisation will sync the email to Dynamics 365 for Customer Engagement apps within 15 minutes of assigned time. You can also set up a rule in Outlook to assign remove the category. See how to manage in this link.

How to use the category to track Outlook Appointment

Like Email tracking, you can also track an appointment by assigning it to the Tracked to Dynamics 365 category. Based on server-side synchronisation rules, your appointment will be tracked and synced to Dynamics 365 for Customer Engagement apps.

You can also make someone a delegate user with editor permissions and allow them to manage your emails and calendar. The delegate can then access your categories and track items for you. Learn more in this link.

How to use the category to track Outlook Tasks

There is no difference between tracking the email/appointment and tasks in Outlook.

How to disable category-based tracking?

If you didn’t like this feature, you can easily disable it with these easy steps.

Go to OrgDBOrgSetting and disable the TrackCategorizedItems.

You need to be aware that the disablement doesn’t delete the tracking, but just untracks it. If you change your mind, you can enable the setting to track your tasks anytime.

If you have any questions regarding this feature, just call our friendly team on 01296 328689 or drop us an email at info@seelogic.co.uk. Our team will be more than pleased to discuss these with you.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

CRM Trends to Watch in 2019

CRM Trends to Watch in 2019

2018 was a very good year for CRM as we saw the rise in virtual assistants, social CRM, omnichannel technologies and AI-powered automated workflows. In 2019, there will be many new advances in CRM technology as more AI-powered assistants look to dominate the CRM landscape. In this infographic, we will feature some of the most prominent trends that are set to influence CRM in 2019 and further years.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

8 Steps to Make Your CRM Project a Success

8 Steps to Make Your CRM Project a Success

As CRM specialist, we have seen this technology’s evolution over the years from just being a sales tool – to now helping marketing and customer service departments coordinate inter-departmental actions – so they dramatically improve their operations and offerings. However, we believe the key to experiencing successful outcomes is creating a strategy and plan – well before a new CRM system is implemented. What this means is you must first gain a thorough understanding of how CRM technology will best meet your strategic business objectives, and support specific and unique processes.

With over 700+ CRM implementations under our belt, we highlight 8 steps so you experience a successful outcome too.

1. Develop a strong CRM vision

To understand the businesses’ aspirations for a new CRM system, you must establish why it’s required and what the expected success will actually look like – before determining how key success metrics will be measured. For example, key aims may include generating a total view of each client relationship, increasing lead generation, improving quality of management information reporting and improving account retention and service delivery. However, avoid tackling all CRM goals in a single implementation – but seek a phased approach that focuses on quick wins first.

Once you have achieved this insight, a list of business requirements should be generated, then prioritised and reviewed against the capabilities of the different CRM products – to determine the best fit. Key areas to be examined amongst the usual selection criteria should include license costs and long-term cost of ownership.

2. Map existing business processes

Whilst it’s important to understand the pain points in business processes that can be fixed by CRM – it’s also important to appreciate how your employees have to use CRM software as well as how they want to use it. The big mistake is seeking a new CRM tool with features that some employees may never touch – which actually makes key tasks more difficult or complex. Insight must be gained about what tools your team are currently using and what processes they follow, the most common tasks undertaken – and then establish how those tasks map to the new CRM software.

To help the evaluation, seek advice from users who understand these day-to-day issues – so engage frontline salespeople and managers – as well as IT managers too. This process also presents a superb opportunity to gain clarity on how well processes are currently working and will identify how CRM can improve their efficiency – often by removing duplication of effort and applying greater process automation.

Having defined a success criteria for CRM, your targets should be specific and measurable. Therefore, think about the information that CRM will need to track – specific to each of these goals and what reports, charts and dashboards will be required to measure progress.

3. Capture CRM data

To achieve organisational goals, the fields required to track on each CRM record must be considered. For example, if taking a phased approach by leading with an initial CRM sales team deployment – establish what fields will need to be tracked on records for accounts, contacts, opportunities and leads. This could be the options that will appear in drop-down fields, and which fields should be set as mandatory to ensure consistent data quality. It can be tempting to go overboard but an excessive number of fields may prove a barrier to early user adoption and will add to the administration overhead.

4. Prepare data

Often underestimated are the resources required to consolidate and prepare existing data for migration to a new CRM system. To ensure organisational readiness, ensure that these are answered:

What data needs to be imported into CRM?

Where is it currently stored?

How good is the data quality?

Does it need cleansing?

How far back to go with relationship history data?

What duplicate matching rules must be set?

5. Integrate CRM

Establish which applications will CRM need to integrate with and what direction the data will flow. If your goal is to create a single view of each relationship, integrating CRM with an external data source is likely to be a high priority. As well as feeding data from other applications, CRM will also push data to other sources. This could include creating a new order in the back-office ERP system – when a CRM sales opportunity is converted. Other CRM integrations may include email marketing, web forms, Sharepoint and eCommerce platforms.

6. Manage user security

Consider how CRM will be shared across a business. A list should be complied of users, roles and groups that will have CRM permissions and definition of what level of access they should get. Flexible CRM solutions like Microsoft Dynamics CRM enable advanced user permissions which can include team and territory management to precisely control which records users are entitled to access and what controls they can use.

7. Highlight potential risks

Identify the main project hazards and make an assessment of how these could threaten the overall project’s success. For example, the CRM technology could be a risk if the database isn’t flexible enough to adapt to processes, or if the system lacks the scalability to grow with the business. The supporting processes represent a risk if these are poorly defined, or if existing gaps aren’t identified.

8. Create a user adoption plan

The biggest risk to CRM success is low user adoption. In our experience, successful CRM projects always meet the requirements of its users – so engage with them at an early stage to consult for ideas and stimulate interest. Failure to listen to users’ needs and build support from the ground up can result in challenging user adoption barriers. Here are 4 key points to consider when developing an effective user adoption strategy:

Ensure users know why a CRM system is being implemented

Listen to user ideas, requirements and concerns

Deliver ongoing user training and support

Measure usage that focuses on positive reinforcement

With more than a decade of experience in CRM technology implementations and as Gold CRM partners of leading CRM providers Microsoft Dynamics and Salesforce, we can offer the best advice to help make your CRM project a success. You can call us at 01296 328 689 or email us at marketing@seelogic.co.uk.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Overview of Dynamics 365 for Customer Service — October 2018 Release

Overview of Dynamics 365 for Customer Service — October 2018 Release

As part of our Dynamics 356 October 2018 updates series, we have published 10 Best Picks from Dynamics 365 and Dynamics 365 for Sales in our previous posts. In this blog, we’ll now look at what new capabilities Microsoft is bringing in the for Dynamics 365 for customer service app.

Service Scheduling

The new service scheduling solution is built on Universal Resource Scheduling (URS) in Dynamics 365 for Project Automation and Field Service. It allows the customer service team to view and schedule resources to service activities by considering the availability of employees, facilities, and equipment.

The URS functionality includes a Schedule Board that allows users to Filter View, Resource search, Resource sorting, and hours/day/week/month view of service activities.

Customer Service Admin Settings

In the October 2018 release, Service Management will move into the Customer Service Hub and will be accessible through the sitemap.

Using the Unified Interface, Customer Service managers will have the ability to configure and manage customer service tasks such as configuring public or private queues, setting up parent-child case settings, configuring routing rules, configuring automatic record creation and update rules, and setting up service level agreements (SLAs), along with other capabilities.

Suggest Similar Cases

With the use of Microsoft Text Analytics APIs and case information across various entity records, Similar Cases will be able to help customer service representatives find appropriate answers while reducing average handling time.

A new Similar Cases grid, which is expected to be added in December 2018, will dynamically list completed cases that match characteristics and keywords from the latest case record. This new function will also be able to suggest contextual knowledge articles to customer service agents to help them resolve cases faster.

Relevance Search for knowledge management

For the first time, Relevance Search will now be made available in the Customer Service Hub. Knowledge base search will leverage the relevance search to deliver the most relevant knowledge articles and display only the necessary information in the results list allowing agents to find information faster.

The feature also searches notes and attachments of knowledge articles from within a case.

The points mentioned above are some of the major functional updates Microsoft are bringing to Dynamics for Customer Service starting this October. Stay tuned for more blog articles that will highlight the updates in other important Dynamics 365 apps.

If you would like to find out how you can take advantage of the latest Dynamics for Customer Service updates within your organisation, contact us today for a no obligation consultation on 01296 328 689.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

A joint Microsoft and SeeLogic initiative kicked off at the UK’s first ‘App in a Day’ workshop at Microsoft’s UK HQ last week. Over 40 delegates, that included senior IT personnel from MOD, Cabinet Office, HMRC, NHS Trusts, Williams F1 and Autoglass were selected to attend the event. After a simple briefing, they were all tasked with using PowerApps to create a powerful app in under 6 hours.

The event was moderated and facilitated by various SeeLogic members. Lenny Khan, the head of Customer Success and Partnership kickstarted the event with the overall overview of the event. Emma Waas, Sales & Marketing Director gave an overview of Business Application Platform before the Managing Director, Eddie Harford took sessions on PowerApps, Common Data Service and Microsoft Flow.

Adrian Cristea, Value Manager at Three UK, won the award for most innovative app idea. The app can be used by hospitals and emergency services – enabling incident details to be entered on tablets and used when reaching the hospital. The app also uses GPS to track how fast ambulances will get to the hospital too.

SeeLogic is providing consultancy and training for PowerApps users so they can build web and mobile – canvas or role-based apps in hours – rather than months. Although users don’t require any programming skills, for more complex app builds, Seelogic also provide user interface design. Crucially, apps are safe to build and present no ‘shadow IT’ risk to an organisation’s existing infrastructure – due to in-built, enterprise-ready security and governance.

Eddie Harford, managing director at SeeLogic said, “Being a free Office 365 tool, it’s surprising that both IT industry partners and end-users still possess no understanding of PowerApps and what it can actually achieve. However, all the ‘App in a Day’ delegates unanimously agreed that the potential of PowerApps is staggering and the types of applications and their potential uses are almost limitless too.”

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Do I need a CRM consultant for cloud-based CRM?

Do I need a CRM consultant for cloud-based CRM?

Traditionally, on-premises installation required expert CRM consultants. Consultants who could install and configure hardware such as a server with software such as the desktop CRM. They would integrate other applications, like Office 365 productivity tools, ensuring all systems worked seamlessly together. In addition, the CRM consultant would liaise with internal IT teams regarding future upgrades and enhancements.

But in today’s world of cloud-based CRM systems, which are always available and ready to go on a subscription basis. You may ask yourself whether you still need to involve CRM consultants.

Well, our view, of course, is Yes!

It may appear on an initial view that purchasing licences without using a CRM consultant will be cheaper. However, a good consultancy will take pride in reducing overall life-time costs as well as ensuring user-adoption across your business.

A CRM consultant will ensure your project success in a number of ways:

Understanding your business processes

The reasons for introducing a system may be clear and you may have internal IT team capable of customisation. However, your IT team are unlikely to be experts in sales, marketing and other business functions.

CRM consultants understand business processes and that there is much more involved than simply adding a few custom fields here and there. A good consultant helps you to understand the overall process, business requirements and objectives behind any deployment. At SeeLogic, we offer a range of services such as business process mapping and fit-gap analysis to understand and evaluate your specific business requirements.

There is sometimes a tendency for internal IT departments to focus on field customisations and they may not appreciate the various interactions and processes between sales, marketing, HR and customer service departments.

Key thought: A good consultancy will ensure your business processes are reviewed and mapped accordingly to a new system. This ensures better workflows and efficiency from the start.

User Adoption

Change Management is key to a successful CRM project. It is a well-known fact that one of the biggest obstacles to a successful CRM implementation is gaining user buy-in. The latest technology and the promise of being able to work smarter and more productively may be exciting for some. For others, however, learning how to use a new system and moving away from ingrained processes may seem more of a daunting proposition.

This is where an effective Change Management strategy is crucial to ensure all end-users are brought on board from the very beginning of a project and supported once the new system has gone live. Ultimately, it takes away the fear of the unknown and provides reassurance throughout the transition process to help them embrace their new system.

High-quality training delivered by experienced expert trainers can reap dividends in engendering understanding and enthusiasm in your users. SeeLogic can provide high-quality in-context training and on-going support to your team; we also deploy other methods such as surveys and email campaigns to give your employees a voice help ascertain their expectations of a new CRM system including their interests, needs and any concerns at the very beginning of the project.

Key thought: Simply purchasing licences for the latest cloud CRM technology is not enough to guarantee that the workforce will start using it straight away. Lack of user-adoption is a prime reason many CRM projects fail. SeeLogic provides a range of services to engage potential CRM users and ensure that the entire workforce feels the benefits of the new CRM.

IntegrationThe evolved integration of your website, marketing automation software and finance system brings in valuable customer information directly into your CRM software solution. Potentially the installation and configuration of your CRM system is only the first step on the ‘yellow brick road’.

At SeeLogic, we have undertaken many complex integration projects with multiple software across multiple platforms. We can help with a range of integration requirements and use the latest technology to achieve a smooth transition. This area includes working with other applications, such as email marketing software, all the way through to high-end marketing automation integration with systems such as HubSpot. This knowledge is unlikely to be found within your internal IT department.

Key thought: The purchasing of licences may be simple enough but integrating across multiple platforms can be very complicated. A consultancy will have lots of experience in integrating complex systems. SeeLogic is an expert systems integrator, structured around eleven centres of excellence for thorough product knowledge.

Support

Your IT team will have other important mission critical services to support or may be limited in their experience and understanding of the new system. This is where using a consultant who offers support is essential.

SeeLogic offers expert phone and email assistance when you need help with CRM. Whether you are an organisation that provides 24-hour services to your customers, operates globally, or operates during standard business hours. SeeLogic has got you covered with a range of support packages to meet your needs.

SeeLogic offers the following support options:

Standard support
Monday to Friday, 9:00 am to 17:30 pm

Extended support
Monday to Friday, 04:00am to 20:00pm

Follow-the-Sun support
Monday to Sunday, 09:00 am to 17:30 pm

24/7
Monday to Sunday, 24 hours

Best Practice

At SeeLogic, we have implemented over 700 CRM systems, so have met and resolved all sorts of implementation challenges. We work to latest cyber security and GDPR best practice. Therefore, we can ensure that your system is correctly implemented to the highest standards.

Key thought: By working with a consultant you get the benefit of many years experience should any unforeseen circumstances arise.

Time and resource

You may be in the fortunate position that your IT team have the experience and capability to implement the new CRM with your existing systems. Whilst it is great they have the capability, do they have the capacity? Your IT colleagues will be busy with their day jobs, time spent on a new project might lead to business-as-usual tasks suffering. When you work with a consultancy such as SeeLogic, you are guaranteed a level of service availability. We have a scalable workforce in the UK and Nepal so that if we need extra bandwidth to ensure a project meets the deadline, we can draw on this trusted and experienced extra resource.

Key thought: Capability and capacity are two different issues. Outsourcing is not a judgement towards the skill of internal teams, it is a practical way of ensuring the business can move forward without impacting current work levels.

A final thought and next steps

A final word on using consultants. We have a long-term interest and stake in the successful implementation of your system and will invest time and effort to ensure successful system adoption, as well as in supporting your deployment over the years to come. We are here to support the ongoing evolution of the system, we notify and advise on getting the best from new releases and add-ons.

If you are considering upgrading to a cloud-based system and have questions on the best approach, we provide lifetime savings calculations, consultations and more to help you decide. Please complete the form below to receive a bespoke consultation.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Need to upgrade your CRM ?

Need to upgrade your CRM ?

Interested in a FREE CRM consultation?

SeeLogic is an independent CRM specialist and systems integrator helping businesses drive digital transformation by implementing innovative CRM strategies and solutions. Founded in 2004, SeeLogic has built up an impressive client-base, including well-known international and global brands. In this time, we have successfully implemented 100’s of CRM projects, which include global, multi-site CRM roll-outs and complex integration projects.

We are currently offering a no obligation, FREE CRM consultation with one of our industry experts, we also offer complimentary 30 day trials of our CRM solutions.

Reasons for working with SeeLogic

We are product agnostic and select the right solution for your business needs

SeeLogic understand user-adoption is the main challenge of any project roll out and have many tools to help your make the most of your system

Support teams in UK and Nepal for follow-the-sun support

We provide an end-to-end service including process mapping, implementation and ongoing support

We are proud partners of software providers and other IT businesses, meaning we have a large resource and intelligence network to draw from

Combined CRM experience of over 20 years, our team is made up of CRM experts, not just salespeople

This offer is available for a limited time only and can withdrawn by SeeLogic at any point. The offer is for a experienced consultant to listen to your CRM or business needs and then recommend solutions. There is no obligation to pursue solutions.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Want to invest in a CRM solution, but not sure which is the best option for your business?

Want to invest in a CRM solution, but not sure which is the best option for your business?

Interested in a FREE CRM consultation?

SeeLogic is an independent CRM specialist and systems integrator, helping businesses drive digital transformation by implementing innovative CRM strategies and solutions. This in turn helps them become more customer-centric, profitable and agile.

Our approach is to get to know your business strategy, objectives and goals. We then work with you to review and improve business processes to support the strategy, aligning them with best-fit CRM technologies. SeeLogic is also able to ensure user buy-in through the development change management strategies – ensuring the impact of the new system is fully realised and effectively managed.

Founded in 2004, SeeLogic has built up an impressive client-base, including well-known international and global brands. In this time, we have successfully implemented 100’s of CRM projects, which include global, multi-site CRM roll-outs and complex integration projects.

With offices in both the UK and Nepal, SeeLogic can provide around the clock support as well as accelerated delivery times where required. SeeLogic also has eleven Centres of Excellence focused on the ever-expanding components of CRM and related technologies.

SeeLogic are currently offering a FREE consultation

To book a free CRM consultation and gain recommendations based on your specific business needs, please contact us in the following ways:

Reasons for working with SeeLogic:

We are product agnostic and select the right solution for your business needs

We provide an end-to-end service including process mapping, implementation and ongoing support

SeeLogic understand user-adoption is the main challenge of any project roll out and have many tools to help your make the most of your system

We are proud partners of software providers and other IT businesses, meaning we have a large resource and intelligence network to draw from

Support teams in UK and Nepal for follow-the-sun support

Combined CRM experience of over 20 years, our team is made up of CRM experts, not just salespeople

Offer details:

This offer is available for a limited time only and can withdrawn by SeeLogic at any point. The offer is for a experienced consultant to listen to your CRM or business needs and then recommend solutions. There is no obligation to pursue solutions.

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Or contact us online.
Below are some of the most frequent CRM frustrations we have come across together with how we can help alleviate these issues.

My employees resent or refuse to use our CRM system

This must be the most frequent issues we come across. If, used effectively, CRM can increase a company’s revenue and retention rates by between 10%-20% *source Aberdeen research

Therefore, ensuring your employees all use your chosen CRM system is vital to success.

Here are some of the barriers to user-adoption that we often come across:

“Stick approach”

Even with the best technology in the world, if users are told they must use the system and are left to get on with it, barriers can often immediately be put up. This is especially true of users who find new technologies intimidating and may have found comfort in knowing how to use their old system, even if it was over-convoluted or outdated.

Instead, a “carrot” approach that assesses and manages the impact of change on the different user groups is often far more successful. Getting users’ buy-in requires taking them on a journey by understanding their current points of pain, listening to their needs and introducing the relevant areas and benefits of the new solution in relation to their role with lots of support thrown in.

Poor training

Presenting a user with a new system and providing generic ‘this button does this and this button does that’ training will immediately turn users off.

However, contextual, scenario-based training will help users understand how the new system will be used daily-to-day and the benefits to them in their role.

System is not aligned to business processes

E.g. Users are working around the system, rather than the system working for them. Users are often presented with too many fields; perhaps some unnecessary, and others not relevant at that stage of the process.

A detailed scoping exercise prior to the CRM implementation is crucial to successful user adoption. An expert consultant will challenge you as to whether you really need so many fields and tease out what information is required at each stage of the customer journey and for management reporting purposes. This way, when it comes to project go-live, users will not be bombarded to enter lots of unnecessary information but instead be guided to enter the right information at the right time. Furthermore, many CRM systems now offer machine learning to further prompt users as to what the next-best actions are.

We are lagging behind using on-premises CRM but are apprehensive about moving to the Cloud

If your company relies on an on-premises solution and is cautious about moving to the cloud, then you are not alone. In the past, CIOs were very concerned with security and complexity when it came to migrating data to cloud services. These fears have been abated with the continual improvement and development to cloud environments. In fact, the cloud is often a more secure environment than on-premises solutions.

Benefits of moving to the cloud

Security

Cost

Not having to pay to maintain or service on premise servers is very appealing. Typically, on- premises CRM systems cost 60% higher on an annual basis compared to their cloud based counterparts, starting after the first year!

Limited internal support to maintain hardware and software

With on-premises solutions, new versions of software require IT teams to test and install the upgrades and sometimes hardware and server software to be upgraded to meet minimum system requirements. However, moving your CRM data to the cloud will reduce the pressure on your internal IT team as there is no hardware to support and maintain.[/text-with-icon][text-with-icon icon_type=”image_icon” icon_image=”2096″]

Mobility

Mobile access to your CRM system, anytime, anywhere. Using your free CRM consultation, an independent consultant like SeeLogic can help you make the best decision for your business by assessing your requirements and making recommendations based on specific business needs.

My current CRM software is clunky, slow and painful to upgrade

This issue is very common; many of our clients have come to us with an over- customised CRM. This causes inherent issues such as; upgrades causing things to error and integrations to break, being stuck on an outdated version of software efficiently. This then leads to employees not wanting to use it and users finding it difficult to retrieve data. CRM is meant to increase efficiency within your workplace, however if over customised, or not aligned to business processes it can do quite the opposite.

With so much functionality available at your fingertips with today’s modern CRM solutions, there should be very little reason to customise a CRM. SeeLogic operates a “configure-first” approach by advising organisations how they can best align both business processes and technology in order to gain maximum benefit from their CRM investments whilst keeping total cost of ownership low.

At SeeLogic we offer a range of services to ensure the CRM projects we manage suit your business needs, not over complicate things. Business process mapping, Digital transformation and high-quality training will support a successful implementation and increase user adoption.

About SeeLogic

Founded in 2004, SeeLogic has built up an impressive client-base, including well-known international and global brands. In this time, we have successfully implemented 100’s of CRM projects, which include global, multi-site CRM roll-outs and complex integration projects.

With offices in both the UK and Nepal, SeeLogic can provide around the clock support as well as accelerated delivery times where required. SeeLogic also has eleven Centres of Excellence focused on the ever-expanding components of CRM and related technologies.

For a limited time offer we are offering a free and no obligation consultation with one of our senior consultants. They will listen to your CRM issues and provide you with tailored recommendations to take you from CRM frustration to CRM-led business transformation. You are not obligated to choose SeeLogic to deliver the recommendations, although we do hope you will choose us to help transform and develop your business.

Reasons for working with SeeLogic

We are product agnostic and select the right solution for your business needs

We provide an end-to-end service including process mapping, implementation and ongoing support

SeeLogic understand user-adoption is the main challenge of any project roll out and have many tools to help your make the most of your system

We are proud partners of software providers and other IT businesses, meaning we have a large resource and intelligence network to draw from

Support teams in UK and Nepal for follow-the-sun support

Combined CRM experience of over 20 years, our team is made up of CRM experts, not just salespeople

you might also like

10 New Salesforce Features to Take Control of Your Data, Activities, and Events

Salesforce, one of the leading CRM platforms, has announced enhancements in usab...

Best CRM Software Consultants 2016

Best CRM Software Consultants 2016

SeeLogic has won Best CRM Software Consultants 2016 – Buckinghamshire. Corporate Vision magazine voted for the accolade due to their annual Technology Innovators awards.

About the awards…

Corporate Vision are dedicated to working around the clock to shine a spotlight on the brightest, best performing and most deserving companies from around the business world. Furthermore, a network of respected industry partners decide winners by a combination of votes. While the Corporate Vision own rigorous in-house research team analyse results. Finally, this is all performed by their dedicated network of industry insiders and corporate specialists.[/vc_column_text][vc_column_text]Each award is carefully scrutinised, from a nominee’s region to their performance over the past 12 months. This follows days of careful review of their commitment to innovation, their methods and even their competition.[/vc_column_text][vc_column_text]SeeLogic is delighted to be recognised for expert CRM consultancy and commitment to innovation in technology as a result.

Free Discovery Workshop

Have a vision, a goal or an issue? Book a free discovery session with one of our experienced consultants by calling 01296 328 689 or completing the form below and we will help you determine the best route forward.

First Name*

Last Name*

Job Title*

Company Name*

Email Address*

Telephone Number*

Message

I'd like to register for SeeLogic's Newsletter

I'm interested in hearing about SeeLogic's products and services

By submitting your information to our website you agree to the terms outlined in our GDPR privacy policy.